James Ellis

Findex Advice Services Pty Ltd

Gold
8 Yrs Experience
Albury, NSW 2640
I enjoy working with my client to provide clarity on their current position, giving insight into their possibilities & forming a partnership to successfully enable them to achieve their lifestyle & financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

491 Smollett St
Albury, NSW 2640

Licensed by

Financial Index Australia Pty Ltd

AFSL 240559

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"James is very knowledgeable and has a great skill in explaining technical financial matters in an easy to understate way. However the best complement I could give him is that he has a very high level of integrity."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are so great full for the help James has given my wife and I in advising us for our future . We find James has great people skills too. This is a great skill to have . Many businesses luck this service . From Henry 2641"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have no hesitation in recommending James for financial advice. James took over from my previous adviser, who hadn't contacted me for many years. James ensures that we have regular meetings, and is always available if I have needed any help or reassurance in any financial decisions I am going to make."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We highly recommend James as a financial planner particularly in superannuation and retirement matters. James is an exceptional communicator.He listens to you! His knowledge base is exceptional. He finds the investments to suit you and doesn't just push a product on you like some others do. James always follows through promptly and does what he says he will do. James helped us through a rough patch after we left our previous financial planner. Rebuilding our confidence after our previous bad experience and we now feel very happy with where we are financially."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
2012

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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